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CoreCap Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CoreCap Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$65.4K Sell
475
-154
-24% -$21.6K ﹤0.01% 1275
2026
Q2 		$92.1K Buy
629
+16
+3% +$2.21K ﹤0.01% 1143
2026
Q1 		$78.5K Sell
613
-2
-0.3% -$271 ﹤0.01% 1125
2025
Q4 		$84.2K Buy
615
+44
+8% +$6.15K ﹤0.01% 1095
2025
Q3 		$81.3K Buy
571
+177
+45% +$25K ﹤0.01% 1116
2025
Q2 		$54.6K Sell
394
-79
-17% -$9.99K ﹤0.01% 1207
2025
Q1 		$55.6K Sell
473
-8
-2% -$1.03K ﹤0.01% 1130
2024
Q4 		$61K Buy
481
+237
+97% +$30.1K ﹤0.01% 1106
2024
Q3 		$28.6K Buy
+244
New +$27.3K ﹤0.01% 1415
2024
Q2 		– Sell
-178
Closed -$20.3K – 2110
2024
Q1 		$20.3K Buy
+178
New +$19.3K ﹤0.01% 1475
2022
Q4 		$18.9K Buy
+226
New +$19K ﹤0.01% 1325
2022
Q3 		– Sell
-254
Closed -$20K – 1305
2022
Q2 		$20K Buy
+254
New +$22.1K ﹤0.01% 1240
2022
Q1 		– Sell
-254
Closed -$29K – 1308
2021
Q4 		$29K Buy
+254
New +$29.6K ﹤0.01% 1187

Other funds holding IWP

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

CoreCap Advisors's IWP Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 24% in Q3 2026, selling an estimated $21.6K and leaving 475 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

CoreCap Advisors first reported a position in IWP in Q4 2021 and has held it in 13 quarters since. The position peaked at $92.1K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • CoreCap Advisors held 475 shares of iShares Russell Mid-Cap Growth ETF worth $65.4K as of Q3 2026.
  • CoreCap Advisors sold 154 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $21.6K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1275 holding.
  • CoreCap Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $92.1K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.